How Do I Create an Email Template?

Navigation: Email > Email Templates

To create an email template, follow the steps below:

Step 1: Hover over ‘Email’ and click on ‘Email Templates’.

Step 2: Next, click on ‘Create email template’ in the top left-hand corner of the screen.

Step 3: You will then be taken to the email template builder screen. From here, you can name your email template, write your template and customise it fully.

Additionally, you can make your template into a sequence of emails if you wish. To learn more about sequenced emails.

Step 4: Once you have finished creating your email template(s), click ‘Save’ in the top left-hand corner of the screen.

If you have followed the above steps correctly a message will then display saying, ‘Email template added successfully’.